The Millbrook Mortgage Fund offers you the choice of investing in our:
Specific Option
Specific Option of an individual mortgage, paying you a fixed rate of return for a fixed term based on the loan invested in.
Pooled Option
Pooled Option which, as the name suggests, is backed by a pool of diverse mortgages. Your return is variable in line with the return of the pool and your initial interest rate is guaranteed for the first 12 months following investment. There is no fixed term and you can redeem your investment subject to 90 days written advice to us and the Fund having sufficient liquidity.
To invest in the Millbrook Mortgage Fund, you need to download a Product Disclosure Statement (see below) and complete the enclosed application form.
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Product Disclosure Statement
and Application
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ASIC Benchmark Statement
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Millbrook Mortgage Management
Audited Financials
Examples of recent Millbrook First Mortgage investments .
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Brunswick WEST, VICRate of return: 1st mortgage: 8.5% p.a. 2nd mortgage: 12.75% p.a. Mortgage: 1st & 2nd mortgage Total loan amount: $1,460,000 Term: 12 Months Maturity: August 2018 |
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GREENVALE, VICRate of return: 1st mortgage: 8.5% p.a. 2nd mortgage: 11.5% p.a. Mortgage: 1st & 2nd mortgage Total loan amount: $9,500,000 Term: 8 Months Maturity: June 2018 |
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OAKLEIGH SOUTH, VICRate of return: 1st Mortgage: 9.00% p.a. 2nd Mortgage: 13.75% p.a. Total loan amount: $1,525,000 Term: 12 months Maturity: March 2019 |
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BOX HILL NORTH, VICRate of return: 1st Mortgage: 9.00% p.a. 2nd Mortgage: 13.75% p.a. Total loan amount: $1,900,000 Term: 12 months Maturity: April 2019 |
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CLAYTON, VICRate of return: 1st mortgage: 8.0% p.a. 2nd mortgage: 13.5% p.a. Mortgage: 1st & 2nd mortgage Total loan amount: $1,920,000 Term: 12 Months Maturity: May 2019 |
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NUNDAH, QLDRate of return: 2nd Mortgage: 18.00% p.a. Mortgage: 1st Mortgage Total loan amount: $1,450,000 Term: 12 months Maturity: June 2019 |
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ELWOOD, VICRate of return: 15% p.a. Mortgage: 2nd mortgage Total loan amount: $1,020,000 Term: 6 Months Maturity: April 2019 |
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WOLLERT, VICRate of return: 10% p.a. Mortgage: 2nd mortgage Total loan amount: $2,300,000 Term: 12 Months Maturity: January 2020 |
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CHIRNSIDE PARK, VICRate of return: Mortgage: 2nd mortgage Total loan amount: $410,000 Term: 7 months Maturity: September 2017 |
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ALEXANDRIA, NSWRate of return: Mortgage: 2nd mortgage Total loan amount: $3,500,000 Term: 12 Months Maturity: December 2018 |
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OAKLEIGH, VICRate of return: 14.0% p.a. Mortgage: 2nd mortgage Total loan amount: $1,150,000 Term: 12 months Maturity: March 2017 |
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SUNBURY, VICRate of return: 10.0% p.a. Mortgage: 1st mortgage Total loan amount: $620,000 Term: 12 months Maturity: May 2017
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WARRIGUL, VICRate of return: 1st Mortgage: 10.00% p.a. Mortgage: 1st Mortgage Total loan amount: $3,275,000 Term: 8 months Maturity: October 2017 |
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GOSNELLSL, WARate of return: 8.75% p.a. Mortgage: 1st Mortgage Total loan amount: $1,250,000 Term: 12 months Maturity: August 2017 |
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EAST MELB, VICRate of return: Mortgage: 1st & 2nd mortgage Total loan amount: $2,000,000 Term: 12 months Maturity: December 2017 |
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EPPING, VICRate of Return: 2nd mortgage: 13.75% p.a. Mortgage: 1st & 2nd mortgage Total loan amount: $1,050,000 Term: 12 months Maturity: November 2017 |
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FERNTREE GULLY, VICRate of return: Mortgage: 1st and 2nd mortgage Total loan amount: $825,000 Term: 9 months Maturity: July 2017 |
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RINGWOOD, VICRate of return: 12.50% p.a. Mortgage: 2nd mortgage Total loan amount: $1,125,000 Term: 9 months Maturity: May 2017
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